Triestor

About us

Triestor’s main objective is to provide its clients with all the financial solutions necessary to help families and companies develop and build a more prosperous and secure future.

We specialize in structuring national and international investment portfolios, and in fundamental analysis of fixed- and variable-income assets, helping families preserve and build their estates while mitigating legal, tax and inheritance risks.

Triestor is an investment office run by a doctor who developed his own strategies in the financial market, and today he works as an investment manager accredited by the Brazilian Securities and Exchange Commission (CVM) and certified by the Brazilian Association of Financial Market Entities (ANBIMA).

Investing is about making rational choices so that you can enjoy the present without risking the future.

INVESTMENT DISINTERMEDIATION

To use financial products that enhance the return on investments, reducing the number of intermediaries that participate in the financial products distribution chain.

FUNDAMENTAL ANALYSIS OF ASSETS

To understand the risks of each fixed- and variable-income product by means of the study and the fundamentals of each financial market issuer.

LEGAL RISK MANAGEMENT

To invest assets by means of appropriate structures, from the legal point of view, anticipating any problems that may occur during the process of asset construction;

TAX RISKS MANAGEMENT

The least obvious way to build up equity is to choose investment structures that reduce the tax burden on our equity, thus increasing the rate of return on invested equity;

Carlos AC Rangel de Castro, CGA

Wealth Manager

Wealth Manager accredited by the Brazilian Securities and Exchange Commission (CVM) and certified by the Brazilian Association of Financial Market Entities (ANBIMA).

He created Triestor to help people become free from the massification of product distribution in the financial market. He believes that good investment and wealth management assumptions can change people’s lives and positively transform society.

“Financial freedom is not about stop working, but to be free to choose whatever you want to do, without relying on remunerations. Anyone can get rid of money dependence, as long as they have discipline, guidance and make the correct financial decisions over time.”

Business partners

Business partners

We work so that your assets will always
help maintain your quality of life.

At Triestor, we help our clients understand how their current decisions can impact their assets in the future, reducing equity risks by means of portfolios built following an appropriate financial, legal and tax structure, thus increasing predictability and the total return on investment.